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TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®Financial advisor in Daly City, CA

TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® is a financial advisor in Daly City, CA, ranked #22 of 62 wealth managers in Daly City and rated 5.0 from 4 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Daly City, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 779-2778Website ↗

Key facts

Key facts about TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®
Phone(415) 779-2778
Websitetanphan.com
HoursMonday to Friday: 10 AM – 5 PM; Saturday: 11 AM – 3 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Daly City and 12 towns within 25 miles: Richmond, Chinatown, Tamalpais-Homestead Valley, El Cerrito, Albany, Mill Valley, San Pablo, San Francisco, Larkspur, Emeryville, Berkeley and Mission District.

Based in Daly City, CAView on map

Opening hours

Opening hours for TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®
DayHours
Monday10 AM – 5 PM
Tuesday10 AM – 5 PM
Wednesday10 AM – 5 PM
Thursday10 AM – 5 PM
Friday10 AM – 5 PM
Saturday11 AM – 3 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®

How is TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® ranked in Daly City?

TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® is ranked #22 of 62 wealth managers in Daly City by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®’s hours?

TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® is open Monday to Saturday. Its listed hours are Monday to Friday, 10 AM – 5 PM; Saturday, 11 AM – 3 PM. On Saturdays it is open 11 AM to 3 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® serve?

Serves Daly City and 12 towns within 25 miles: Richmond, Chinatown, Tamalpais-Homestead Valley, El Cerrito, Albany, Mill Valley, San Pablo, San Francisco, Larkspur, Emeryville, Berkeley and Mission District. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®?

TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®?

Call TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® on (415) 779-2778. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® (this business)—645.0 (4)YesNo
Skylark Wealth#21645.0 (8)NoNo0.0 mi
EP Wealth Advisors#23635.0 (5)NoNo7.2 mi

See all 62 ranked wealth managers in Daly City